In just a few clicks, add or convert shares. Or, plan the future of the Cap Table with Scenario Modeling.
Equity Management. Simplified.
From cap tables and shareholder reporting, to fundraising datarooms and employee equity plans, WE.VESTR simplifies equity management and gives founders valuable time back in their days.
Easier Shareholder Reporting
Provide shareholders with easy access to the company’s financials, including projections and budgetting.
Effective Employee Equity
Design, manage, and report on ESOPs and employee equity plans in a live and transparent environment.
Integrations
Seamlessly integrate with your accounting software for effortless and live financial reporting.
Features
Cap Table Set Up
Set up your initial shares and record historical rounds without the need of a formal valuation.
2FA Authentication
Important company information requires strong security and strict compliance.
Loans & Convertibles
Track all company loans and convertibles, and seamlessly integrate convertibles into your cap table.
Shareholder MGMT
Manage access for each shareholder and control all shareholder rights.
Data Import
Easily import revenue, costs, P&L, and Cash Flow statements with the click of a button.
Document Alerts
Set reminders and schedule updates for company or personal documents.
ESOP Management
Integrate options with your cap table and deliver transparency to employee shareholders.
Scenario Modeling
Project future scenarios to prepare for fundraising or cap table shifts.
What Founders and Partners Say
Security is our Priority
The security of your data and your privacy are our top priority. We’ve taken multiple technical and organizational measures to ensure the data security, privacy, and compliance of the WE.VESTR platform.
Onboarding Concierge
Our onboarding team makes getting started easy.
Kickoff
Securely send us your cap table and agreements.
Build
We review your documents and build your account.
Review
Review and approve your account.
Ready to Go
You’re ready to takeover and invite your team!